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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,166 | $78,672-62.9% | $109,163-73.3% | $85,856-66.0% |
| Participation rate | 34.5% | 68.3%-33.8pp | 75.9%-41.4pp | 69.3%-34.8pp |
| Annual return | 12.57% | 25.09%-12.5pp | 25.75%-13.2pp | 318.58%-306.0pp |
| Employer contribution / active EE | $861 | $2,734-68.5% | $3,723-76.9% | $2,565-66.4% |
| Participant deferral / active EE | $1,134 | $3,467-67.3% | $4,654-75.6% | $3,952-71.3% |
| Admin fee / account holder | $3,385 | $5,470-38.1% | $6,754-49.9% | $6,261-45.9% |